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Personalized Financial Services

Your choice for Financial Services

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Welcome to The Investor's Friend

Finding the right answers to tough questions in today's financial market has proven a struggle for even the best of us. That's where The Investor's Friend fits into the picture. We have been helping individual investors and small business owners with finding financial solutions for several years. We are a small business ourselves, of financial professionals who have teamed together to help our clients through the maze of new tax laws, the wide array of choices for investment dollars, choosing the best retirement plan, and the ever increasing needs for financial protection.

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Your Financial Future

We differenciate ourselves by looking not at the beginning size of the client's portfolio, but rather at the needs and goals of where they need to go. We know that as with any long journey, it always begins with the very first step. We want to be there beside you as you start or continue your own personal journey for financial independence and success. As we are all aware, there are no guarantees in the financial arena, but it is nice to know a team of experienced professionals will be there to help with the tough questions.

And to top it all off, if needed, we even make house calls. Call us or email us from here at our website to schedule your free financial analysis.  We make it painless, and always keep it confidential.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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